William Holliday, CFP<sup>&reg;</sup> - Financial Advisor

William Holliday, CFP®

MsBA, CEPA

Elite Wealth Management, LLC

2727 Camino Del Rio South, Suite 150
San Diego, CA 92108
FINANCIAL ADVISOR'S WEBSITE
(323) 314-0202 CONNECT WITH William
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General

William Holliday is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elite Wealth Management, LLC in San Diego, CA and the surrounding communities.

Financial Advisor Experience

William Holliday, the founder of Elite Wealth Management is a financial planner and a wealth consultant speaker who provides financial solutions through a comprehensive analysis and design plans to address: • Funding retirement • Estate planning strategies • Employee benefit and retention services • Business continuation strategies • Investment Portfolio analysis • Insurance & Asset Protection • Tax Planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEPA (Certified Exit Planning Advisor)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Minority Financing, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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